Equipment check

The Equipment Check module supports users in creating and managing check templates, inspection plans, spot check tasks, making it easy for users to conduct equipment checks and maintenance work. Users can perform operations such as viewing, exporting, annotating, and deleting check records. They can also check equipment inspection statuses and manage temporary personnel assignments.

Definition

Equipment

Equipment refers to the devices required for patrol inspections and spot checks. These need to be configured in the Digital Twin module of the DataMesh FactVerse Services.

Scene

A scene is a specific environment containing multiple elements, objects, or activities, used to fulfill particular functions, tasks, or processes. For example, a factory can be considered a scene. Within this factory scene, there may be various elements like equipment, machinery, workers, raw materials, etc. These elements collaborate to complete production tasks according to specific processes or business workflows. Factory scenes can include production lines, equipment operation zones, warehouses, offices, and other distinct areas, all collectively forming this specific production environment.

Patrol Inspections

Patrol inspections involve regular or planned inspections, assessments, and maintenance of equipment, systems, facilities, or areas. The purpose of patrol inspection is to ensure the proper operation of equipment, prevent potential issues, and promptly identify and address anomalies that could impact safety, performance, or functionality. Patrol inspection can cover a range of equipment types, such as mechanical, electrical, computer systems, buildings, and environmental facilities.

There are two common patrol inspection methods:

Inspecting diverse types of equipment in a specific sequence, time, and manner: This method involves multiple types of equipment or systems. Inspection personnel follow a predetermined plan, inspecting each device periodically in a specific order and manner. This ensures that all critical equipment receives proper attention for preventing potential issues.

Inspecting multiple identical equipment units at specific times and using a similar method: This method is primarily used for identical types of equipment or systems, such as multiple machines of the same model in a factory. In this case, inspection personnel inspect all devices using a similar approach based on a predefined schedule. This helps maintain consistency across devices and identify issues common among multiple units.

Both inspection methods contribute to maintaining normal equipment operation, reducing downtime, improving production efficiency, and ensuring equipment safety and reliability. The choice of inspection method depends on specific circumstances, including equipment type, quantity, environmental requirements, and maintenance goals.

Spot Check

Spot checks are targeted, detailed check processes conducted at specified times and using specific methods. The purpose of spot check is to identify potential issues, anomalies, or faults in equipment, enabling timely maintenance, repair, or replacement to ensure proper equipment operation and reliability.

Regular spot checks can identify potential issues early, prevent equipment breakdowns, reduce downtime, and lower production costs. Moreover, inspections contribute to maintaining equipment performance and lifespan, enhancing production efficiency, and ensuring safety.

Differences between equipment Patrol Inspection and Spot Check

Name	Spot Check	Patrol Inspection
Features	More detailed inspections are conducted, including sampling checks, to supplement the patrol inspection findings.	Periodic inspections, with a larger volume and broader scope of coverage.
Cycle	Can set one-time inspection with no recurring period.	Cannot set one-time inspection.
Inspection Method Number	One	Two
Inspection Device Number	Single task single device (when creating inspection tasks, selecting multiple devices will also be divided into multiple single device tasks).	Can create a single task with multiple devices inspections.

Check Template

A check template is a set of standardized equipment inspection procedures, and check plans/tasks bound to the template can be inspected according to the steps detailed in the template.

You can select Equipment Check > Check Template from the functional module navigation bar to enter the Check Template page.

The Check Template page displays a check template list, including the template name, creator, and check the number of items.

The Check Template page supports the following operations:

• • Create a new check template
  • View the details of a check template
  • Delete a check template
  • Create a copy of a check template

Manually create a check template

You can use cloud resources such as 3D models and images to create custom check templates.

Steps

1. Click on Equipment Check > Check Template to enter the Check Template page.

2. Click the New button to open the New window.

3. In the New window, enter the name of the check template (required) and select the script to be bound.

4. In the New window, you can also add tags for classification and add template description information.

5. Click Confirm and the newly created template will be displayed in the template list.

6. Click the Details button  to enter the Check Template Details page.

7. Click the New button in the Check the Steps section to open the New window.

• • Step title (required): The name of the check step. For example, “Confirmation of Processing Program”.
  • Materials: The material required for the steps stored in the cloud.
  • Script stage range (required): If the created template is bound to a scenario, the scene scope required for this step must be filled in.
  • Normal options: Several states that exist under normal conditions for the check step. For example: mildly normal, moderately normal, severely normal.
  • Exception options: Several states that exist under abnormal conditions for the check step. For example: mildly abnormal, moderately abnormal, severely abnormal.

8. Click Confirm after filling in the information.

9. Create other check steps.

Create a check template via importing a template file

You can create equipment check templates via importing a template file. Here are the steps:

1. Click on Equipment Check > Check Template to enter the Check Template page.

2. Click the New button to open a New window.

3. In the New window, enter the name of the check template (required) and select the script to be bound.

4. In the New window, you can also add tags for classification and add template description information.

5. Click Confirm and the newly created template will be displayed in the template list.

6. Click the Details button  to enter the Check Template Details page.

7. Click Import in the Check the steps section to open the Import window.

8. In the Import window, click Download the import template and save it to your local device. If you have already downloaded the template, this step can be skipped.

9. Open the template file, complete the step details in the table and save it.

10. Go back to FactVerse Services, click the Upload icon in the import window to open the local resource window.

11. Select the completed template file in step 10 and click the Open button.

12. Click Confirm to complete the template import.

Inspection Plan

Due to there being two methods for patrol inspections, you can create two types of inspection plans.

Create inspection plans for multiple diverse types of devices

Steps

1. Click on Equipment Check > Inspection Plan in the navigation bar to open the Inspection Plan page.

2. Select the scene where the inspection plan. Note: The choice of scene determines the range of devices available for selection. If you need to add a new scene, click the ‘+’ on the right side of the scene title to open the directory, select the relevant scene file, and click Confirm to add the new scene.

3. Click the New button above the inspection plan list.

4. Enter the plan name and click Next.

5. After entering the inspection method page, click Add Template.

6. Choose a template and click Confirm to add Inspection Point 1. Configure whether the step is critical and the projects must be documented.

Whether the step is critical:

• • Yes indicates that the step is critical and requires the configuration of The projects must be documented, such as Text.
  • No indicates that the step is not critical and does not require the configuration of The projects must be documented.

The projects must be documented: Items that must be recorded if the equipment is marked as abnormal. Options include Photo, Video, and Text.

7. Click the button to the right of inspection point 1 to associate it with normal point positions. This means that if point 1 passes inspection, it can jump to this point for further inspection. Click to remove the inspection point.

8. Click the Add Template button, choose a template, and click Confirm to complete the addition of inspection point 2. Configure whether it is a critical step and whether certain items must be recorded. Configure whether the step is critical and the projects must be documented.

9. Click Next to proceed to the Inspection Equipment page. Click Add devices to add the devices that need to be inspected as part of the inspection plan. Choose whether to scan the code to open the plan task.

Add devices: Choose the digital twins that need to be inspected for each point in the current scene.

QR Code Scanning for Task Initiation:

• • Yes means that the device needs to scan its QR code before executing the plan. The plan can be executed if the QR code scan is successful. If the QR code scan fails, you can choose to rescan the code or continue the task. When you choose to continue the task, the message center of creator will receive a message for abnormal QR code scanning.
  • No means that the device can execute the plan without scanning a QR code before starting the task.

10. Click Next and configure the personnel and scheduling for the plan. Click Confirm to complete the creation of the inspection plan.

• • Inspector: The person executing the task. It only supports single selection. Eligible personnel include all users within the department. Personnel with enterprise management permissions, such as IT administrators or business supervisors, can create users.
  • Plan priority: The priority of the inspection plan refers to the method of sorting check tasks to determine which check tasks should be performed first or are more important.
  • Reminder settings: Send task reminders xx minutes before the start/end of task.
  • Date skipping: No tasks assigned on Saturday/Sunday.
  • Scheduled start date: The date when the plan is executed for the first time, only supports the current date and future dates. For example: 2022-11-20.
  • Scheduled start time: The time that begins based on the start date of the plan. For example: 9:00-10:00.
  • Inspection cycle: The interval between each execution, supporting units: hours, days, weeks, months.
  • Schedule deadlines: The date when the plan stops assigning tasks.

Create inspection plans for the same type of equipment

Steps

1. Follow steps 1-7 of the above Create inspection plans for multiple diverse types of devices.

2. Click Next to proceed to the inspection equipment page. Click Add devices to add the devices that need to be inspected as part of the inspection plan. Configure Scan the code to start the scheduled task.

Add devices: Choose the digital twins that need to be inspected for each point in the current scene. Multiple selections are possible. Press the Sorting button , drag and drop it, you can sort devices.

Scan the code to start the scheduled task:

• • Yes means that the device needs to scan its QR code before executing the plan. The plan can be executed if the QR code scan is successful. If the QR code scan fails, you can choose to rescan the code or continue the task. When you choose to continue the task, the message center of creator will receive a message for abnormal QR code scanning.
  • No means that the device can execute the plan without scanning a QR code before starting the task.

3. Follow step 10 of the above creating inspection plans for Create inspection plans for multiple diverse types of devices.

Other operations of inspection plan list

1. Set the display column of the list

Click the settings button  to customize the table display of the inspection plan list. The table can display the following columns: Serial, Name, Creator, Inspection Staff, Start time, End time, State, The current number of cycles, points, Creation time (default not displayed).

2. List filtering

You can filter the list by name and status.

3. Edit plans

Click to edit plans in any status. You can modify the inspector and the plan deadline of pending or ongoing plans. You can only view completed or expired plans. Editing plans in pending or ongoing status only affects subsequent dispatched plans and does not impact ongoing or completed tasks.

4. Duplicate plan

Click the button to duplicate a plan. You can then edit it based on this duplicated plan.

5. Pause or resume plans

Click the button to pause a plan. Click the button to resume a plan. Pausing and resuming are not available for completed or expired plans.

Spot check

Spot check tasks refer to single inspection operations conducted at specific times.

Create a spot check

The steps to create a check task are as follows:

1. Click on Equipment Check > Spot Check Task in the navigation bar to open spot check page.

2. Select the scene where the inspection plan will be executed. Note: The choice of scene determines the range of devices available for selection. If you need to add a new scene, click the ‘+’ on the right side of the scene title to open the directory, select the relevant scene file, and click Confirm to add the new scene.

3. Click on the New button above the spot check list。

4. Enter The name of the spot check task, and then click Next.

5. Provide information for the spot check equipment: Click on Add devices, select the required devices for this spot check, and configure Scan the code to start the scheduled task. Click on Next. Multiple devices can be selected. This task will be divided into multiple tasks based on the selected devices. Each device corresponds to one spot check task.

6. Choose the Spot check method: choose the check template and configure the options of Whether the step is critical and The projects must be documented.

7. Click Next, configure the personnel and scheduling, and click Confirm to complete the creation of the check task.

Other operations of spot check list

1. Set the display column of the list

Click the settings button  to customize the table display of the spot check list. The table can display the following columns: Serial, Name, Creator, Spot inspector, Start time, End time, State, The current number of cycles, number of devices, Creation time (default not displayed).

2. List filtering

You can filter the list by name and status.

3. Edit tasks

Click the icon to edit tasks in any status. You can modify the inspector and the plan deadline of pending or ongoing tasks. You can only view completed or expired tasks.

4. Pause or resume a task

Click the button to pause a task. Click the button  to resume a task. Pausing and resuming are not available for completed or expired tasks.

Check records

Check records refer to detailed information recorded during the execution of inspection and spot check tasks, including inspection operation and results. You can view, download, and annotate the inspection and spot check task records for different scenes.

1. Click Equipment Check > Check Records to enter the Check Records page.

2. Click the icon to set the table display and select the content you want to display. In the search box, you can enter the content you want to search for.

3. You can filter check records by name, type, inspector, and state.

4. Anomaly record display. Following contents are four types of abnormal device records:

• • Duplicate Checks: The task was assigned to another person, but due to being offline at the time, the task bucket could not load. Both the original and the new task executors conducted the task, leading to duplication. At this time, the prompt will display.

• • Abnormal QR code scanning of device: When the device’s QR code scanning is abnormal and the task continues, this exception prompt appears.

• • Skipping device checks: When a device check is skipped, this exception prompt appears.

• • Devices are marked as abnormal: When a device is marked as abnormal during inspection, this exception prompt appears.

5. You can click the icon  to download check records.

6. Click the details icon   on the right side of the list to enter the check record details page. The details page displays basic information and step recording.

7. Click the button  in the upper right corner of the Basic information section to comment on the entire check record.

8. Under the step recording, click the Export button to export the check record as well.

9. Click the expand button next to the device name to view the inspection details for each step.

10. Click the picture or video icon under material to view the picture and video file.

Device statistics

Device Statistics display the inspection status of various devices in the selected scene. Supervisors and managers can view the device state, check counts, and device-related task information for the chosen date.

Scene: View the device states in different scenes.

Calendar: View the device state on different dates.

Download : Download statistics records including dates, scenes, device names, state, and check counts.

Personnel status : View the state of all personnel in the department. The status is displayed as either “Idle” or the name of the current task on which they are working.

State: The state of devices on the selected date.

• • Normal: No anomalies found in all completed checks.
  • Abnormal: At least one anomaly found in all existing checks.
  • Checking: Someone is currently working on a task execution.
  • Unchecked: No checks have been conducted today.

Check Count: The number of inspections conducted on the selected date.

Device Records : View inspection details for all tasks related to a specific device on the chosen date. You can click the icon   to make temporary scheduling for pending tasks. You can modify personnel and time. The time can only be set for today and beyond. Temporary scheduling is a one-time action and will not affect the original schedule of subsequent inspection and spot check tasks.